Tesla's Model Y Tops U.S. EV Sales with Over 92,460 Units in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Source: Benzinga
- Sales Leadership: Tesla's Model Y sold over 92,460 units in Q4 2025, with a total of 357,528 units for the year, despite a 4% decline from 2024, maintaining its position as the best-selling EV in the U.S. and demonstrating strong market competitiveness.
- Market Share Growth: Tesla's EV market share surged to 58.9% in Q4 2025, with total sales reaching 589,000 units, partly due to legacy automakers scaling back their EV efforts, further solidifying Tesla's leadership in the electric vehicle market.
- Intensifying Competition: Ford's F-150 Lightning became the best-selling electric pickup in 2025, selling 27,307 units despite an 18.5% year-over-year decline, highlighting the fierce competition in the market, while Tesla's Cybertruck saw a 48.1% drop in sales.
- New Model Launch: Tesla unveiled a 7-seater version of the Model Y, priced at an additional $2,500, expanding its product line, while the 6-seater Model Y L launched in China has proven successful, indicating Tesla's potential for global market expansion.
Analyst Views on F
Wall Street analysts forecast F stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.770
Low
11.00
Averages
13.65
High
16.00
Current: 13.770
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
